Invested Advisors’s Citigroup C Stock Holding History

Invested Advisors’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,016	Closed	-$221K	–	136
2025 Q3	$221K	Buy	+3,016	New	+$286K	0.32%	93

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invested Advisors's C Position: Q4 2025 in Review

Invested Advisors sold out of Citigroup (C) in Q4 2025, closing a stake of 3,016 shares — an estimated $221K sold.

Invested Advisors first reported a position in C in Q3 2025 and held it in 1 quarter. The position peaked at $221K in Q3 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q4 2025.

Invested Advisors reported no remaining Citigroup position as of Q4 2025 after selling out during the quarter.
Invested Advisors sold 3,016 Citigroup shares in Q4 2025, an estimated $221K.
Invested Advisors first reported a position in Citigroup in Q3 2025 and held it in 1 quarter.
Invested Advisors's Citigroup position peaked at $221K in Q3 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on Invested Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.